Claims Conference of Northern California

EIN: 680321675 Mutual Benefit

San Francisco, CA

Total Revenue
$232,408
Total Expenses
$227,473
Total Assets
$166,838
Net Assets
$166,838
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
CA
Principal Officer
Timothy Gillihan
Phone
5107400386
Tax Period
2025-01-01 to 2025-12-31

Claims Conference of Northern California, founded in 1996, is a small nonprofit in the Mutual Benefit sector that reported $232K in total revenue in fiscal year 2025.

Mission

To put on an annual conference for people in the insurance claims industry that provides continuing education.

Program Service Accomplishments

Program 1
Expenses: $227,299 Revenue: $0

Cost to put on annual conference; includes speaker fee, facility rental, food, pipe and drape, a/v, and other various expenses.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $232,408
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $232,408

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $227,299
Other Expenses $227,473
TOTAL EXPENSES $227,473

Year-over-Year Comparison

2025 2024 Change
Revenue $232,408 $232,100 +0.0%
Expenses $227,473 N/A N/A
Net Income $4,935 $232,100 -1.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
25

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Tami Umland President N/A
Officer
$0 $0 $0
Callie Smith Vice President N/A
Officer
$0 $0 $0
Timothy Gillihan Treasurer N/A
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $232,408 $227,473 $166,838 $4,935
2024 No data No data No data No data
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